Planning matters

CARES Act Highlights

On Friday, March 27, President Donald Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help stimulate the US economy because of COVID-19. We unpack some of the highlights of the CARES Act and provide answers to some commonly asked questions. Direct Payments Perhaps the biggest headline of the Act…

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Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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Meeting Options: We’re Just a Phone Call Away

As your financial planning partner, we love our meetings together. They allow us to catch-up, celebrate your financial achievements and plan for the future. Getting together doesn’t always have to mean physically getting together – we can just as easily have our meeting through a Skype, Facetime or phone meeting rather than face-to-face. Today’s blog…

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Today’s Worker: The Independent Contractor

Not long ago, the norm would be to graduate from college, get a job, and stick with that job until retirement. But now one alternative is to graduate with a specific set of skills, find a contract position in your field, and then move from one contract to another, with a variety of different companies,…

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Update: Coronavirus and the Markets

As the media cycle continues to be dominated with headlines regarding the coronavirus (COVID-19), we wanted to provide an update on how equity markets are reacting. We will continue to monitor events and data related to the coronavirus and reach out as appropriate. As news is released daily on COVID-19, it is easy to come…

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